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VESTIA PERSONAL WEALTH ADVISORS
VESTIA PERSONAL WEALTH ADVISORS
Latest filing: 2026-06-30
VESTIA PERSONAL WEALTH ADVISORS runs VESTIA PERSONAL WEALTH ADVISORS and currently holds 112 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $256.04M. Their top holdings are DFAC, DFIV, DFIC, DFUV, DFSV. The top five represent 37.3% of reported portfolio weight. VESTIA PERSONAL WEALTH ADVISORS ranks #747 out of 1000 investors tracked by Alpha Score. In the most recent quarter, VESTIA PERSONAL WEALTH ADVISORS initiated 7 new positions. They added to 52 existing positions. They trimmed 32 positions. Their current best-performing preview position is TQQQ with returns of +3,932.00%.
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112 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF | 10.20% | $36.88 | $45.61 | +23.67% | Added +19.67% |
 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF | 8.41% | $39.55 | $58.30 | +47.40% | Added +6.41% |
 DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 8.20% | $29.69 | $39.39 | +32.67% | Added +8.88% |
 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF | 5.37% | $40.14 | $57.42 | +43.05% | Added +0.12% |
 DFSV DIMENSIONAL US SMALL CAP VALUE ETF | 5.07% | $31.23 | $40.29 | +28.99% | Added +10.50% |
 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF | 5.06% | $51.43 | $71.70 | +39.41% | Trimmed -0.04% |
 VOO VANGUARD S&P 500 ETF | 4.94% | $569.51 | $703.77 | +23.57% | Added +9.61% |
 DFAS DIMENSIONAL U.S. SMALL CAP ETF | 3.88% | $63.17 | $83.03 | +31.44% | Added +3.58% |
 DFNM DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 3.36% | $47.93 | $47.58 | -0.73% | Added +20.62% |
 DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | 3.35% | $54.29 | $53.25 | -1.92% | Added +181.69% |
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